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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Oklahoma City, OK

Every SEC-registered financial advisor at a firm office in Oklahoma City who lists the Chartered Financial Analyst designation, A to Z.

18 CFA charterholders work in Oklahoma City; the most are at Tom Johnson Investment Management, LLC (4). 3 are also registered broker representatives.

CFA advisors in Oklahoma City, A to Z

Every advisor in Oklahoma City →

Firms with the most CFA charterholders in Oklahoma City

Tom Johnson Investment Management, LLC 4Bison Capital Advisors, LLC 2Investrust Consulting, LLC 2Merit Advisors, Inc. 2Castlepoint Wealth Advisors 1F.I.G. Financial Advisory Services, Inc. 1Krb And Associates, Inc. 1Raymond James & Associates, Inc. 1Savant Wealth Management 1Servo Wealth Management LLC 1The Baker Group, LP 1Virentes Capital Management LLC 1Wealth Enhancement Advisory Services, LLC 1

CFA advisors in other Oklahoma cities

All of Oklahoma →

Tulsa 26Edmond 3

Questions

How many CFA financial advisors are in Oklahoma City, OK?

18 SEC-registered investment adviser representatives at firm offices in Oklahoma City, Oklahoma list the CFA designation; Tom Johnson Investment Management, LLC employs the most of them (4).

What is a CFA?

CFA stands for Chartered Financial Analyst, CFA Institute's charter in investment analysis: three exams and four years of investment experience.

How do I check a CFA in Oklahoma City?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFA itself with the body that issues it.

Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFA with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFP professionals and ChFC holders.